🚀 *Stocks Impacted by Budget 2025 – 50 Key Announcements & 150+ Stocks!* 📌 *Major Takeaways & Stock Reactions* ✅ *Positive Impact:* 1️⃣ *No Increase in Tobacco Tax* 🏭 📈 *Beneficiaries:* ITC, Godfrey Phillips, VST Industries 2️⃣ *No Income Tax Payable up to ₹12 Lakh* 💰 📈 *Beneficiaries:* Zomato, Swiggy, HUL, Nestle, Dabur, Trent, Jubilant Foodworks, Varun Beverages, United Spirits, Asian Paints, Voltas, Havells 3️⃣ *Aatmanirbharta in Pulses + National Mission on High-Yielding Seeds* 🌱 📈 *Beneficiaries:* Kaveri Seeds, ITC, Adani Wilmar 4️⃣ *PM Dhan-Dhaanya Krishi Yojana - Agri Districts Development* 🚜 📈 Beneficiaries: Jain Irrigation, Shakti Pumps, Jash Engineering, Finolex Industries 5️⃣ *PM SVANidhi: Enhanced Bank Loans & UPI-Linked Credit Cards (₹30K Limit)* 💳 📈 *Beneficiaries:* Fino Payments Bank, Paytm, Credit Access Grameen 6️⃣ *Fisheries Boost: Sustainable Harnessing in High Seas* 🎣 📈 *Beneficiaries:* Avanti Feeds, Coastal Corp, Kings Infra, Zeal Aqua, Apex Frozen Food 7️⃣ *Ed-Tech & AI Upskilling Focus* 🎓🤖 📈 *Beneficiaries:* NIIT, NIIT Learning, CL Educate 8️⃣ *Mission for Cotton Productivity* 👕 📈 *Beneficiaries:* Welspun, Nahar Spinning, Indocount, Kitex, GHCL Textile, Other Textile Value Chain Companies 9️⃣ *Modified Interest Subvention Scheme: Loan Limit Increased to ₹5 Lakh* 💵 📈 *Beneficiaries:* M&M, TVS Motor, Bajaj Auto, FMCG stocks, SBI, PNB, Jain Irrigation, Shakti Pumps, Roto Pump 🔟 *Manufacturing Mission - “Make in India” Expansion* 🏭 📈 *Beneficiaries:* Dixon Tech, PG Electroplast, Amber Enterprises, Epack Durables 1️⃣1️⃣ *Clean Tech Manufacturing Push* 🌞⚡ 📈 *Beneficiaries:* Waaree, Premier Energies, Amara Raja, Exide, Suzlon, Inox Wind 1️⃣2️⃣ *Jal Jeevan Mission Extended Until 2028* 🚰 📈 *Beneficiaries:* VA Tech Wabag, Jash Engineering, ITD Cementation, Jain Irrigation, Shakti Pumps, EMS, Ion Exchange 1️⃣3️⃣ *Tourism Boost – Development of Top 50 Destinations & Buddhist Sites* 🏝️ 📈 *Beneficiaries:* EaseMyTrip, IHCL, Chalet Hotels, Lemon Tree, ITC Hotels, IRCTC, Ixigo, Thomas Cook, SpiceJet, InterGlobe Aviation, 1️⃣4️⃣ *Medical Tourism Promotion - “Heal in India” Initiative* 🏥✈️ 📈 *Beneficiaries:* Shalby, Aster DM, Apollo, Fortis, Rainbow Children 1️⃣5️⃣ *Fast-Track Mergers Simplified* 🔄 📈 *Beneficiaries:* Special Situation Stocks 1️⃣6️⃣ *Expansion of IITs & Higher Education Initiatives* 🎓 📈 *Beneficiaries:* NBCC 1️⃣7️⃣ *Development of 100 GW Nuclear Energy by 2047* ⚛️ 📈 *Beneficiaries:* HCC 1️⃣8️⃣ *Mining Sector Reforms & Critical Minerals Recovery Policy* ⛏️ 📈 *Beneficiaries:* NMDC, GMDC, Vedanta 1️⃣9️⃣ *Export Promotion Mission with Sectoral Targets* 📦 📈 *Beneficiaries:* Pharma & EMS Stocks 2️⃣0️⃣ *EV & Mobile Battery Manufacturing Incentives* 🔋🚗 📈 *Beneficiaries:* Dixon Tech, Rattan India, Exide, Amara Raja 2️⃣1️⃣ *Shipbuilding Financial Assistance & ₹25K Cr Maritime Development Fund* 🚢 📈 *Beneficiaries:* GRSE, SCI, Mazagon Dock, Cochin Shipyard, GESHIP, 2️⃣2️⃣ *Modified UDAN Scheme for Regional Air Connectivity* ✈️ 📈 *Beneficiaries:* GMR Airports, Adani Enterprises, SpiceJet, InterGlobe Aviation 🔴 *Negative Impact:* ❌ *FY25 Capex at ₹10.18 Lakh Cr (Lower than Expected)* 🏗️ 📉 *Affected:* L&T, JK Infra, NCC, Railways, Defence Stocks ❌ *No Major Announcement on LPG Subsidy* ⛽ 📉 *Affected:* IOCL, HPCL, BPCL ❌ *Budget Allocations Lower for Defence, IT, Home Affairs & Telecom* 🛡️ 📉 *Affected:* BEL, HAL, Bharat Dynamics, Apollo Micro, Infosys, TCS, Wipro ❌ *India Post as a Catalyst for Rural Economy* 📬 📉 *Affected:* Delhivery ❌ *No Major Capital Gains Taxation Changes* 📊 📉 *Affected:* Angel One, Motilal Oswal, ICICI Securities, IIFL Securities ❌ *Reduction in Custom Duty on Propane/Butane/LPG (Lower Prices)* ⛽ 📉 *Affected:* Gujarat Gas, 📈 Beneficiary: OMCs (IOCL, BPCL, HPCL) This budget brings opportunities in agriculture, tourism, manufacturing, healthcare, and infrastructure while challenges remain for capital-intensive sectors like defence, IT, and railways. Keep an eye on these stocks as the market reacts! 📈🔥 🚨 *Disclaimer:-* These Are Not Any Recommendations To Buy OR Sell. The Above Views Are Just for Educational Purposes And Are My Personal Views. Please Do Your Own Analysis Before Taking Any Investment Decisions And Consult Your Financial Advisor. ✅📚 If you feel this was Informative and Useful then do support us.Do like the Post and Share Channel Like with Your Friends and Relatives.❤️🙏🏻 *Regards* *Sanjay Maurya*